What are the responsibilities and job description for the Customer Success Manager position at Pinecrest Family Office?
Client Success Manager
About Pinecrest Consulting:
At Pinecrest Consulting, we're more than just a team; we're a community. Recently ranked the #1 Top Workplaces among small businesses by the Dallas Morning News, we pride ourselves on a culture that fosters growth, innovation, and a deep sense of commitment to our clients. We are seeking a talented Client Success Manager to join our all-star team and contribute to our ongoing success.
About the Role:
As a Client Success Manager at Pinecrest Consulting, your primary role is to establish and nurture strong relationships with clients, ensuring a solid foundation from the outset. This involves collecting essential documents relevant to their business line and becoming their main point of contact throughout their journey with us. Your responsibilities extend to leading proactive results, driving innovative solutions tailored to client needs, and liaising effectively with various departments to stay well-informed and proficient in Pinecrest’s service offerings. Your role is pivotal in maintaining seamless communication and ensuring that every client interaction is both positive and productive.
What You’ll Do
- Client Relationship Management: Maintain and grow a diverse client portfolio by building strong, long-lasting relationships and serving as their primary point of contact.
- Service Cycle Oversight: Manage and track client progress throughout the service cycle, ensuring timely follow-ups, accurate documentation, and clear reporting of milestones and deliverables.
- Policy Administration: Oversee key account functions such as reconciliations, audits, terminations, enrollments, renewals, and adjustments to keep processes running smoothly.
- Client Support & Issue Resolution: Proactively address client inquiries, provide tailored solutions, and identify potential issues before they arise.
- Direct Client Communication: Engage with clients over the phone to address concerns, explain policy details, and ensure satisfaction with our services.
- Account Analysis & Growth: Leverage critical thinking skills to analyze client accounts, understand payroll platforms, and navigate carrier requirements—while identifying opportunities for expansion through cross-selling.
- Process Management: Ensure smooth and effective client management from start to finish, setting high standards for accuracy, timeliness, and efficiency in all documentation and reporting.
What We’re Looking For
- 2 years of experience in a client-facing role, preferably in insurance, employee benefits, or a related industry.
- Strong understanding of benefits administration, payroll systems, and carrier requirements.
- Exceptional communication skills, both verbal and written, with the ability to explain complex information clearly.
- Proven ability to manage multiple clients, prioritize tasks, and meet deadlines in a fast-paced environment.
- Advanced problem-solving and analytical skills, with a proactive approach to identifying and addressing client needs.
- High attention to detail and organizational skills to ensure accurate documentation and reporting.
- Proficiency with relevant software platforms and technology tools to drive efficiency and client satisfaction.
- Preferred: Strong Excel skills (formulas, pivot tables, reporting) and advanced analytical abilities to interpret client data and identify trends.
Why Join Pinecrest Consulting?
- Step into a vibrant, community-driven culture where your contributions truly make a difference.
- Unlock unparalleled opportunities for professional growth and advancement in an ever-evolving industry.
- Enjoy a highly competitive compensation package paired with outstanding benefits designed to support your success.
- Experience our 'Work Hard, Play Hard' culture that champions both productivity and celebration, ensuring a balanced and fulfilling work life.
- Join a company celebrated for fostering an exceptional workplace environment that inspires innovation and collaboration.
Apply Now
If you're passionate about client relations and looking for a rewarding career in a top-rated company, we would love to hear from you! Click "Apply" to submit your resume and cover letter.
